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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Lido Advisors
4
Lido Advisors
California
$33.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$1.35M -$537K -22,021 -28%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$1.35M +$512K +21,020 +61%
JWCA
153
J.W. Cole Advisors
Florida
$1.32M +$1.32M +54,300 New
VA
154
Valmark Advisers
Ohio
$1.32M -$892K – –
ACS
155
Archford Capital Strategies
Illinois
$1.31M -$34.2K -1,413 -3%
PCIA
156
Prime Capital Investment Advisors
Kansas
$1.31M +$152K +6,242 +13%
PAG
157
Private Advisor Group
New Jersey
$1.31M +$141K +5,768 +12%
CWM
158
Cabot Wealth Management
Massachusetts
$1.29M +$66K +2,708 +5%
FMWA
159
Forvis Mazars Wealth Advisors
Missouri
$1.26M -$1.27M -53,531 Closed
ACM
160
Arcataur Capital Management
Wisconsin
$1.25M +$109K +4,465 +10%
MFG
161
Mendota Financial Group
Wisconsin
$1.25M +$356K +14,620 +40%
EW
162
Element Wealth
Mississippi
$1.22M +$469K +19,234 +62%
MIH
163
Meitav Investment House
Israel
$1.21M -$97K -3,986 -7%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$1.18M +$138K +5,643 +13%
JIR
165
James Investment Research
Ohio
$1.13M -$83.9K -3,441 -7%
HBT
166
Heartland Bank & Trust
Illinois
$1.12M +$341K +14,002 +44%
MSWM
167
McGlone Suttner Wealth Management
Wisconsin
$1.08M +$162K +6,654 +18%
APW
168
Austin Private Wealth
Texas
$1.08M -$911K -38,402 Closed
HS
169
Horan Securities
United States
$1.06M -$53K -2,173 -5%
MBT
170
Montecito Bank & Trust
California
$1.06M +$358K +14,698 +51%
CSIA
171
Conrad Siegel Investment Advisors
Pennsylvania
$1.06M +$302K +12,389 +40%
4WM
172
4J Wealth Management
Virginia
$1.05M +$32.6K +1,336 +3%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$42K +1,724 +4%
BSAM
174
Blue Square Asset Management
New York
$1.03M +$88.9K +3,647 +9%
RFN
175
Redwood Financial Network
Ohio
$985K +$44.9K +1,844 +5%
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7
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